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Portfolio Checkup

Will this 29-year-old construction worker be able to retire early? Add to ...

Today’s investor is a 29-year-old who works in the construction industry and has investments worth about $90,000. He’s using a couch potato approach for part of this investments. That means holding low-cost exchange-traded funds or mutual funds that track major stock and bond indexes. He’s also investing in the shares of his employer, which is a private company and not publicly traded. This young man is asking a lot of his investments. He wants to retire in his mid-50s, and he’s wondering if he’s taking on the right amount of risk.



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